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Sowell Financial Services’s Columbus McKinnon CMCO Stock Holding History

Sowell Financial Services’s Portfolio CMCO Stock Details CMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-74
Closed -$3K – 2522
2019
Q3 		$3K Buy
+74
New +$2.75K ﹤0.01% 1907

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Royal Bank of Canada
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Sowell Financial Services's CMCO Position: Q4 2019 in Review

Sowell Financial Services sold out of Columbus McKinnon (CMCO) in Q4 2019, closing a stake of 74 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in CMCO in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 166 funds tracked by Wall St. Rank hold CMCO as of Q4 2019.

  • Sowell Financial Services reported no remaining Columbus McKinnon position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 74 Columbus McKinnon shares in Q4 2019, an estimated $3K.
  • Sowell Financial Services first reported a position in Columbus McKinnon in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's Columbus McKinnon position peaked at $3K in Q3 2019.
  • 166 funds tracked by Wall St. Rank held Columbus McKinnon as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.